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FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIX
Macquarie Opportunity Instl
Price$34.02
Change-$0.43 (-1.25%)
VolumeN/A
Net Assets513.8M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FIVUX vs JVMIX Comparison Chart
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FIVUX vs. JVMIX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIVUX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FIVUX (514M). FIVUX pays higher dividends than JVMIX: FIVUX (1.08) vs JVMIX (0.80). FIVUX was incepted earlier than JVMIX: FIVUX (12 years) vs JVMIX (28 years). FIVUX (0.94) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMIX: FIVUX (0) vs JVMIX (250000). FIVUX annual gain was more profitable for investors over the last year : -1.88 vs. JVMIX (-2.87). JVMIX (52.19) and FIVUX (52.07) have equivalent 5 years return.
| FIVUX | JVMIX | FIVUX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.87 | 99% |
| Annual Report Gross Expense Ratio | 0.94 | 0.88 | 107% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -0.613 | 2.486 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.5B | 2% |
| Annual Yield % from dividends | 1.08 | 0.80 | 134% |
| Returns for 1 year | -1.88 | -2.87 | 66% |
| Returns for 3 years | 8.74 | 16.82 | 52% |
| Returns for 5 years | 52.07 | 52.19 | 100% |
| Returns for 10 years | -16.56 | 36.89 | -45% |
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